Adviser Software
  • Discover New Tech
    • AI Tools & Services
    • Wealth Systems
    • Mortgage Systems
    • Protection Systems
    • Ecosystem
  • Optimise Your Systems
    • Adviser Technology Capability & Optimisation Report
    • Adviser Tech Survey
    • Mortgage & Protection Survey
  • Events
    • Join Our Next Forum
    • Previous Forums
    • CDA Tech Forum
    • AI in Financial Advice
    • Empowering Advice Through Technology
    • External Conferences
  • Our Views
  • Directory
  • Careers

Select Page

Finovate Fall 2014: MX

Posted by Ian McKenna | Sep 23, 2014 | Events, Finovate, Personal Financial Management | 0 |

Finovate Fall 2014: MX

Share:

Rate:

PreviousFinovate Fall 2013: MoneyDesktop
NextFinovate Fall 2016: MX

About The Author

mm

Ian McKenna

Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs. In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.

Related Posts

AdviceTech Forum November – AI & Suitability Reports

AdviceTech Forum November – AI & Suitability Reports

10th December 2025

Advice Tech Forum October- What should AI be delivering now to adviser firms

Advice Tech Forum October- What should AI be delivering now to adviser firms

28th October 2025

Financial Planning – Advise AI 2025

Financial Planning – Advise AI 2025

2nd September 2025

Consumer Duty Reporting – July Forum Recap

Consumer Duty Reporting – July Forum Recap

30th July 2025

User Details

Login or Register

Adviser Tech & AI – Monthly Guide

EATT Conferences

Technology Research Studies

Discover New Tech

Destination Retirement

Join Next Our Forum

External Conference Insights

An  website

The Financial Technology Research Centre Limited trading as Financial Technology Research Centre.

Registered office: 14 Halifax Court, Fernwood Business Park, Balderton, Newark NG24 3JP

Registered in England No. 02484495

Designed by Elegant Themes | Powered by WordPress

  • Meet The Team
  • Privacy Notice
  • Terms & Conditions
  • Timeline
  • Contact Us
We use cookies to track usage of our website using Google Analytics. Click here to opt-out.